Alternatives to RocketDocs

ConnectWise CPQ (formerly ConnectWise Sell) automates the process of obtaining professional quotes and proposals for IT solution providers. ConnectWise CPQ offers many tools that enable IT solution providers to save time and offer more value. Top features include professional proposal or quote templates, product catalog and sourcing, workflow automation, sales reports, and integrations to best-in-breed software like Cisco, Dell and HP. Building detailed sales quotes is time consuming, potentially costing your sales team hundreds of hours per week. ConnectWise CPQ™ (formerly ConnectWise Sell) brings order building complex quotes and proposals through custom templates, automated sourcing, and seamless PSA integration.

Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. Featuring an intuitive no-code UI builder, a drag-and-drop business process builder, and a variety of built-in tools for workflow automation, the Creatio platform allows you to create business applications of any complexity and scale - addressing both structured and unstructured industry workflows, rich reporting, diverse machine learning use cases, and flexible analytical dashboards. With Creatio, the development effort for such applications is reduced by up to 10 times! Additionally, Creatio provides a marketplace of ready-to-go solutions, connectors, and templates for popular business needs and use cases. The Creatio platform is built on a modern technology stack, which offers maximum degree of freedom to integrate the platform within your organization’s digital ecosystem. Creatio CRM is a full-fledged suite of products for marketing, sales, and service automation integrated on one no-code platform. Creatio products can be deployed as a single CRM bundle or as standalone solutions to fit your company’s exact needs.

XaitPorter is a benchmark team co-authoring software solution. Perfect for complex tenders, proposals and reports, as well as other high-value, high-impact documents. Major corporations worldwide use this method. XaitPorter, a cloud-based solution, gives you complete control over your document production. It features a built-in workflow, easy reuse and automatic formatting, layout, and numbering.

PandaDoc document management software allows you to create and manage all types of business documents. PandaDoc document management software is powerful, secure, and integrated. It allows business users to create, track, track, and sign documents quickly and easily. PandaDoc is a powerful tool that can help you manage organizational documents like proposals, quotes and contracts, HR documents, and many more.

You can create proposals, quotes, and contracts in ZERO CLICKS. Drag the opportunity card from CRM to Sales Documents. That's it! It can be used with major CRMs like Close.com, Hubspot and Pipedrive. DocSales: (1) Use Google Docs as a Document Template Editor to complete personalization (2) Create a new document with the Google Docs Template + CRM opportunity 100% automatically. (3) Encrypt the document and send it to your customer to eSign it (DocSales eSign or Docusign). (4) Keep track of their openings. (5) Move the card to a different column/phase or set opportunity to win it (6) Integrate with Blling systems or payment processors

Close is the top CRM for small businesses and startups looking to win more deals in less time. Your team can communicate with prospects or customers in one place using built-in SMS, email, and calling. It's an all-in-one platform that you can use as a standalone tool without the need for any additional sales email tools or calling products. Close is cloud-based and affordable. It's also easy to use and has straight-forward pricing. This makes it a great fit for small and medium-sized businesses. Plans start at $49//month. Close was designed to make salespeople as efficient as possible. With just one click, you can make and receive calls. All calls are automatically logged (no need to enter any data manually!). The phone rings and leads activity information is displayed immediately. This means that you always have the data you need! Support is available via email, phone, FAQ documentation online, and a self service knowledge base.

Our automated solution has revolutionized the way businesses create a request for proposals (RFP). Our automated solution breaks down RFPs in simple, easy to understand business requirements that can then be analyzed, graded and delivered in a simplified manner. We have eliminated the confusion, headaches, ambiguity, and guesswork that are inherent in traditional RFP processes. Our green alternative saves time, money and paper. A wizard-based process allows you to identify your unique requirements and create a GreenRFP. You can either create an RFP or contribute to one. This allows you to identify your SME's and solicit content or questions, or you can operate on your own. After you have completed your GreenRFP, it is possible to send it to your team for approval and alignment before it is sent out to potential vendors. Vendors who are able to participate in the RFP can collaborate with their team members and delegate their responses.

Sign.Plus, a legally binding electronic signature solution, is designed to speed up workflows for all businesses, large and small, as well as individuals. Sign.Plus Features: Fill out, sign, then send PDF documents, contracts and leases, NDAs, and agreements. eSignature is extremely easy to use and available on multiple platforms including mobile, web, and Google Workspace. You can monitor the progress of your signature requests live. Use these templates to send multiple documents to different recipients. A certificate of completion with a tamperproof audit report and details about the signers. Create a team and include your employees. Conformance with electronic signature regulations like ESIGN and eIDAS, ZertES and many more. Conforms to the strictest data regulations in the world, such as ISO 27001 and SOC2 Type 2. Data encryption at rest and in transit Data residency is required to meet all data compliance requirements.

Loopio is a technology company that assists enterprises in supercharging their responses to RFPs and DDQs as well as Security Questionnaires. Since 2014, Loopio has been adopted by over 800+ global leaders, including DocuSign and FedEx. Loopio users can generate better responses by using a searchable library that is up-to-date with their intuitive RFP Content Management System. Intelligent import and question auto-detection make it easier to kickstart responses quicker. Users can stop answering the same questions over-and-over by letting their Magic Request Automation tool answer FAQs in one click. Loopio's flexible pricing options allow you to take advantage of the platform's intelligent content and automation features. You can also try the platform for free.

Zomentum is a sales acceleration platform that is exclusively designed for IT Partners. It combines pipeline management and proposal and quote builders, sales automation, reporting & analytics, and reporting & analysis to enable frictionless MSP sales. Zomentum makes it easy to create documents 70% faster, increase deal values by 600%, and convert more often. Today, Zomentum is used by thousands of MSPs to increase revenue, reduce sales cycles, and simplify buying. Our customers have generated close to $100M in revenues. Our mission is to build a trusted network of IT partners, revolutionizing the IT purchasing process for small and medium-sized businesses around the world.

The Outreach Sales Execution Platform allows sales teams to create pipeline efficiently and predictably close a greater number of deals. Outreach is the only platform that empowers all sales organizations -- from sellers, to front-line managers and sales leadership to ops -- to close more pipeline. If you want to win more sales by personalizing, prioritizing and analyzing your sales activities, then turn to Outreach. Outreach is the #1 platform for sales engagement that helps sales teams be more effective. Outreach can help you achieve your sales targets by optimizing workflows and creating pipelines. The top tools include sales sequences, dialer, tracking and email, outreach everywhere, content and email templates, analytics, reporting, and coaching analytics.

Proposify is an online proposal software that allows you to control and monitor the most important stage in your sales process. The close. You can be confident and flexible in all aspects of deal design and sign-off. Make sales documents that are consistent and error-free. Get the insights you need to scale your process, make timely contacts, and forecast accurately. Your customers and prospects will enjoy a seamless sign-off experience The features include an easy-to-use design editor, electronic signatures and CRM integrations. Data-driven insights, interactive pricing and content management are just a few of the many options.

Upland Qvidian makes it easier to create a winning proposal, and respond to RFPs more efficiently. Upland Qvidian, a cloud-based, feature-rich proposal and RFP automation software solution for enterprises, streamlines content management and improves business efficiency through a single trusted content repository. Upland Qvidian offers many key benefits, including centralizing sales and proposal content and enabling real-time collaboration. It also ensures compliance and allows for the creation and delivery of professional documents.

Responsive (formerly RFPIO) is the global leader in strategic response management software, transforming how organizations share and exchange critical information. Our innovative, best-in-class platform and customer value programs empower companies to accelerate growth, mitigate risk and improve the employee experience. With Responsive, frontline teams deliver superior responses using intelligent technologies to quickly, accurately and automatically manage RFPs, RFIs, security questionnaires (VSQs), due diligence questionnaires (DDQs), risk assessments and all other complex information requests (RFXs).

EdilGo is a construction software that aids construction companies and suppliers in the buying or selling of their products and services. It's safe, simple, and quick. EdilGo digitizes the building process, making it easy, quick, and measurable. Online metric calculations, budget analytics, and organized estimates. Automate your tenders, reduce supply costs, plan your projects better and save money! Get organized supply requests, connect more customers, and analyze sales. You can organize your metric calculation into structured requests for quotations, estimate cost, and measure feasibility. You can access the first network of Italian construction companies, create new work networks, and make your way to designing and building safer and more efficient. Edilgo's interface is simple and easy to use, without the need for costly consultancy or ancillary service. You can structure your requests with artificial intelligence, find out more about your partners, track your numbers, and so on.

Relevant Match is a desktop app that measures the progress of your written proposal compared to the RFP/Solicitation key points. Developed over 20 years of working proposals. It jump starts your key themes, then keeps you on target. Competitive proposals are scored, not read. Relevant Match examines the work statement like a fingerprint, then calculates a match score and keeps track of each version, so you can rewrite and mature the proposal efficiently. Upload your Word or .PDF documents in just two clicks. One more click launches the analysis feature giving you insight into the proposal. The whole cycle takes about 15 minutes, so you can run the analysis as quickly as you make changes in your proposal. Easily communicate progress to executives and teams. No in-app advertisements, no bloatware, and no connection to the internet. It’s designed to be used in any situation where your proposal must be protected, including in a SCIF environment. Save time, save money, boost Pwin! That's the power of Relevant Match!

Only software on the market that can detect possible non-compliance issues before authors write a single word. The [compliance assistance] report below is automatically generated by the pm when it creates a cross-referenced matrix. This is only one of several compliance support reports that our software can create. The automated color review area provides reviewers with the tools to produce more "effective" pink and red team reviews. Our automated color review tools can be used to speed up the process, make it easier for reviewers to review your proposal and provide feedback and suggestions that will help you make it a better document.

QorusDocs helps you create business-critical documents faster. QorusDocs offers intuitive, powerful solutions for pitch, proposal, and content management that help sales and business development teams bridge content gaps. QorusDocs allows teams to create accurate and current pitches, proposals and contracts. QorusDocs can be used on-premise or in the cloud. Qorus proposal software empowers your staff to create tailored responses 5X faster for proactive proposals and presentations, pitches, RFQs, RFPs, RFIs and RFQs. Our proposal management software was designed to help you win more business, whether you are in Managed IT Services or SaaS. QorusDocs QPilot, the QorusDocs Artificial Intelligence Assistant, allows QorusDocs to accelerate content research and content generation, and to simplify collaboration between sales, bid, marketing, and business development teams in order to deliver business-critical documents.

Indy is an adaptive and all-in-one management software that allows freelancers to track everything, from payments to proposals. Indy makes time management and organization easy so users can focus on their work. This platform includes a collection of contract, proposal, and form templates that make it easier to get clients. Users can assign tasks to specific projects or to categories using the task tracking system. The time tracker tool allows users to log and categorize time spent on tasks as they work. This makes it easy to balance multiple projects or create invoices. Indy can generate detailed invoices for clients when it's time to pay. In return, clients have peace of mind knowing Indy uses top payment methods such as PayPal and Zelle. Indy is a versatile and reliable tool that can be used with other tools such as Profiles, Drive and Client Contacts.

Letter AI helps you win more, faster and better. Your revenue teams will have everything they need to close sales, from training and coaching to collateral, to real-time support, all in one unified platform, with AI at its core. Supercharge your sales teams with engaging content and coaching that is always up to date, personalized and relevant. AI provides built-in minutes. Create mock personas for your sales pitch and create interactive training, video based learning and certification pathways using your existing documents in minutes. Find the right assets, personalize them to your customers or create from scratch using AI magic. Ask anything, and get a personalized answer from your AI co-pilot who has deep expertise in your products & company. We are also concerned about your privacy and security. We use industry-leading security frameworks to protect your data and never use it to train our models.

Flowcase (formerly CV Partner), empowers professional service firms to create tailored CVs, resumes, and case study with ease. This helps them win more bids faster. The new way of managing your CVs and Case Studies. Manage and customize your company's credentials to bids. Highlight the most relevant experience in each bid or proposal. Export CVs and Case Studies in Word, PowerPoint and pdf. Use advanced search to locate the right people for your proposal. Content can be easily tailored and highlighted for each proposal. CVs and case study layouts are always up-to-date. Customizable templates that eliminate copy and paste. Collaboration on proposals with other companies. Consistency and quality of proposals can be improved. Our core features and benefits. One single workflow. All stakeholders in the proposal management process can be managed by a single system. Master CVs. A master CV for every employee allows for a single data entry interface.

Managing proposals, contracts, and client communications just got easier. ClientPoint Enterprise simplifies document generation, automation, and AI-powered collaboration through ClientPoints—dedicated workspaces and relationship sidebar for prospects, customers, and partners. Schedule meetings, chat, video conference, share content, e-sign documents, and even process payments—all in one centralized platform. Seamlessly integrate your CRM, ERP, BI, and other business tools, or leverage ClientPoint’s custom CPQ and endpoint solutions to optimize your tech stack and cut unnecessary costs. The platform also includes a content library, document storage, template creation, and automation for sales decks, proposals, and RFPs. Pricing is tailored to your business needs, branding, and customization level. For solopreneurs and basic users, ClientPoint.me offers a free solution.

Catapult™, an all-in-one Request for Proposal Solution, streamlines procurement departments by automating repetitive workflows and automating. Catapult allows you to create and respond, score and evaluate responses, and negotiate contract terms. You can also collaborate with your team members on question structure and responses, as well as build and manage your content library to speed up RFP responses. Catapult's workflow automation has helped clients reduce the time it takes for them to respond by more than 90% and increase their output by 66% using the same headcount. These same results can be achieved by you too, while increasing your confidence in your questions' effectiveness and quality for any RFP engagements. This is a Catapult exclusive.

Steerlab is a platform powered by AI that automates and enhances the response process for Requests for Proposals and security questionnaires. Steerlab uses advanced AI models to auto-generate over 80% responses. This ensures high-quality answers that are factual and sourced, without hallucinations. The platform has an auto-managed library of content that keeps internal knowledge base up-to-date and eliminates manual maintenance. Users can track progress, contribute and comment, and collaborate in a secure environment that is built to the highest standards of security. Steerlab integrates into various tools, offers extensions such as a Chrome extension and Slack bot and more. The platform offers actionable insights including data-backed win probabilities and competitor bias detection to help teams focus their efforts on the right opportunities. Steerlab is on a mission to transform the RFP process and vendor questionnaire responses, enabling businesses with AI to win more deals.

In one step, you can create your pricing and statement-of-work. ScopeStack allows you to pick and choose features from different technology towers, making it easy to scope. No more spending hours editing grammar and word templates. ScopeStack automatically creates the scope while you select features and functions. Visually determine which projects will be more profitable and use key business metrics for auto-approval.

GovSignals developed the intelligent GovCon platform to enhance, optimize and accelerate preRFP intelligence, proposal development and AI knowledge management workflows. With AI-driven solutions, we are shaping the future for government contracting. We're actively disrupting an industry worth billions of dollars, enabling cutting edge private sector technologies to quickly secure government contracts. This will strengthen our national security and economic development. GovSignals is the most advanced AI solution for government contracting on the market. Our platform allows government contractors to pursue more solicitations, whether they are a Fortune 500 company or a small business. It also enables them to produce winning proposals that are fully compliant in hours, rather than months. As one of the biggest government data aggregators, we are able to predict what the government is going to do.

This is the fastest, easiest and cheapest way for SMBs and other organizations to process RFPs and other important documents, such as security questionnaires and RFIs! Cloud-based software for SMBs. It can be difficult, time-consuming and repetitive to respond to RFPs or other questionnaire-type documents. Breeze is a cloud tool that offers three powerful options for quickly completing business documents. A patent-pending AI application allows users to create new content from existing assets or use previously submitted content. All of this is packaged into a platform that is easy to use, and costs a fraction of what other platforms do.

GovAIQ is a proposal management platform that uses AI to streamline the RFP/RFQ process for government contractors. It provides tools for writing comprehensive answers without extensive staffing. Analysts can quickly analyze and qualify RFPs/RFQs. Proposal agents can draft and manage multi-layered proposals. The platform allows for team collaboration with external consultants and partners, and does not use client data to train or share. GovAIQ offers market insights and trends, and its AI-driven logic engine configures agents autonomously to deliver dynamic and nuanced proposals. The platform was designed for teams to enable effective collaboration and integration expertise into efficient pipelines. It also allows unlimited team creation, member invitations and seamless project execution. GovAIQ is the beta version of G2X Labs and is provided without express warranties.

Public tender responses are a complex process that requires you to be familiar with and follow certain steps. Gather and organize all elements that will be included in the bid package in the order specified in the tender instructions. All elements required for your bids: company presentation and CSR, safety, quality, standard waste management plan, etc. All administrative documents necessary for your bid. They all have a uniform appearance: DC1 and DC2 forms in France, certificates, official company registrations, etc. A publishing engine allows for optimized content layout. It makes it easier to personalise and fine-tune responses. It also allows for archiving and tracking of bids. Proposal Studio allows you to personalise and choose the text, images, and documents used in business proposals or bids. Even if the RFP instructions specify a specific format, it is easy to do this. Expert in proposal management with over 8,000 salespeople.

GetAccept is an all-in-one solution for e-signature, contract management, proposal creation, sales collateral management, document tracking and prospecting. Used by sales, HR, customer success and development teams; personal video messaging, live chat and analytics are popular features. Our Digital Sales Room has two powerful parts: a Deal Room (from first meeting to proposal) and a Contract Room (from proposal to signed deal). Deal Room: Boost your win rates by making collaboration between buyers and sellers easier – in one shared space. Upload sales collateral, create mutual action plans, and chat with your buyers in real time. Contract Room: Empower sales reps to become top performers and create stunning proposals in minutes. Start from scratch with our in-app editor, or use smart templates for interactive, branded contracts. With a comprehensive suite of features designed to increase win rates, GetAccept stands at the forefront of the digital sales transformation.

ServiceNow: ServiceNow makes it easier to manage RFPflow and Source-to-Pay Enterprise applications. Modernize procurement operations with AI and Digital Workflow. These tools automate manual work, increase productivity and improve visibility. Intelligent Source-toPay Applications for ServiceNow customers ServiceNow allows you to digitize sourcing, contracting and procurement processes. This will allow you to have greater control over costs and compliance. Request for Proposal Management. Accelerate vendor qualification using milestone-based RFX to-Award workflows and collaborative vendor scoring. Aavenir's simple-to-use Request for Proposal Management solution (RFP), streamlines the sourcing process and accelerates supplier qualification for strategic engagements. Streamlining Sourcing Is Critical to Success 63% of CPOs feel pressured to move quickly and skip market intelligence reviews.

RFP360 empowers sourcing and procurement teams to centralize their RFx process — collecting insights, evaluating proposals and working with colleagues and vendors in a single, digital workspace. In addition to making smarter buying choices, customers improve efficiency, mitigate risk and increase engagement when issuing RFPs, RFIs, vendor assessments and more.

Create a memory layer to dive deep into your data. Generative AI can help you draft new responses faster by custom-training it on the approved content library assets and your company's knowledge assets. Analyse documents and review them to understand the key criteria, and then support bid/no-bid decisions. Create summaries and outlines to gain new insights. From tender search to contract award, you will find all the elements necessary to create a successful, unified bidding organization. You can get a complete overview of your pipeline to plan, prioritize and manage resources. With unmatched coordination, control and consistency, you can improve bid outcomes. To manage risks proactively, you can get a complete overview of the bid status at any stage or phase. Bidhive can now communicate with over 60 platforms, so you can share information wherever you need it. Our team of integration experts can help you get everything set up using our custom API.

Designed for B2B companies who want to improve win rates, process more replies, and gain greater insight to enable better decisions, and a differentiated experience for customers. We're closing gaps in the sales process with 'Avnio Automation'. We have the solution for you, whether you want to deliver the perfect proposal with Avnio Response Cloud or maximize the value of your Salesforce data with Avnio Tables. Or, you'd like to receive answers on demand, wherever you are, with The Avnio assistant. Our solutions are built around machine learning, GPT and natural language processing. Avnio builds intelligence and accuracy with every action you take, giving you more time to focus on the things that really matter - your customers. Avnio is a remote company and has been since the beginning. Collaboration is therefore a core part of everything we do. All of our solutions are designed to work with the apps you love, such as Slack Teams & Salesforce Chatter.

DeepStream's cloud platform allows you to create and manage RFPs, RQs and RFIs. This gives you the ability to save time, reduce spending and transact with complete confidence. DeepStream allows your procurement team to stop wasting time on manual source-to-contract processes and instead focus on strategic work. We are a leading e-sourcing solution that can help teams move from defining business requirements to managing contracts and awarding suppliers. Our cloud-based platform allows you to plan RFx processes, invite suppliers, assess them, and negotiate with them.

To avoid errors when configuring complex products, create dynamic product bundles. To automate condition-based pricing, you can set up pricing rules and discount schedules. You can also apply special terms to your customers and get their approvals. Create PDF quotes using configurable templates. Sign off deals, negotiate terms, and automate recurring quotes. All pricing and configuration rules are visible. This will allow you to see exactly how the price was calculated. Automatic configuration of bundles and quotes. You can configure conditional adding/removing products at the quote level, and not just for bundles.

Reply.io is an AI-powered sales engagement platform that streamlines cold outreach with multiple mailboxes, turns website visitors into booked meetings with AI Chat, and optimizes your sales process with AI SDRs—covering everything from building lead lists to creating personalized sequences. Trusted by over 3,000 businesses and recognized among G2’s Top 50 Sales Products for 2024, Reply offers: - Cold Outreach Tools: Connect with prospects via emails, LinkedIn, WhatsApp, SMS, calls, and more - all combined in dynamic, conditional branch sequences. - AI SDR Agents: Automate sales outreach to increase meeting bookings. - Reply AI Chat: Engage website visitors and convert them into leads with AI-driven chat and video avatars. - Email Deliverability Suite: Ensure high email deliverability rates with comprehensive email health tools and Mailtoaster.ai. - Agency Growth Hub: Custom solutions for sales and lead generation agencies, featuring integrations, an agency dashboard, and a sales experts marketplace. Reply.io is ideal for small businesses, medium businesses, startups, agencies, and enterprises alike.

You can save time and headaches by avoiding the tedious copy/paste process and instead use Find & Replace to create new proposals for your customers and prospects. You can simplify your new proposal workflow in just a few clicks. Instead of spending hours customizing new proposals, you will be able to do it in minutes. Your clients with stunning proposals will be noticed. For a more engaging sales presentation, add rich media and video directly to your proposal pages. After your proposal has been accepted, stop chasing payments. To instantly collect your initial payment, turn on proposal payments. Follow these steps to get your client to accept, pay, and review the proposal. To enable seamless sales proposal workflows, connect to the products that you already use to manage sales data. Dynamically create proposals using your CRM opportunities. Push proposal events back into CRM to improve visibility of all in-progress sales deals.

Nothing is worse than a team working to meet a tight deadline for a RFP response. AEC design and construction proposals are technical in nature, so they require both marketing staff and technical staff. Writing and rewriting proposals takes hours. It's distracting to focus on the current proposal and not to search for information that has already been submitted. It is important to create tailored responses to each client's specific project. This will ultimately lead to a shortlisted proposal. Our proposal software allows you to quickly create custom proposals by capturing the content once it is digitally captured. Imagine a tool that makes it easy to create proposals. To create an outstanding proposal, field staff, marketers, project managers, and executives can all work seamlessly together.

Arphie, an AI-powered platform, is designed to streamline the response process to Requests For Proposals (RFPs), Quotations Requests (RFQs), Questionnaires and Due Diligence Questions (DDQs). It offers live, secure integrations with company approved data sources that allow users to save over 80% of time while winning more bids. Arphie's AI agents help teams to create high-quality RFP answers and efficiently handle questionnaires, thus accelerating deal velocity. The platform has intuitive AI writing abilities that learn from the business context of a company, including its latest product developments and marketing metric. It integrates seamlessly into tools such as Google Drive, SharePoint and Confluence. This reduces the need to chase down information from cross-functional teams. Arphie prioritizes transparency and security by displaying the sources used to generate AI responses and indicating the AI’s confidence level.

Quoter is an online quoting platform that allows sales teams to quickly and easily create quotes. Quoter streamlines the sales proposal and sales quote process to save time and increase control. This allows sales teams to win more deals, reduce their workload, and helps them win more sales deals. It includes reusable proposal and quote templates, quote tracking, email tracking, easy online acceptance and payment, CRM integration, accounting integration, and many other features. Quoter makes it easy to create more quotes, eliminate bottlenecks and get paid faster. Quoter is a modern, lightning-fast quoting platform for technology service provider. Our platform is easy to use, has automation workflows and unlimited user pricing plans, allowing your team to create more quotations than ever before. All core plans allow unlimited users. In just a few clicks, you can create impressive, accurate quotations. You can rest assured knowing exactly when your quotes were opened. Seamless integrations of PSA, CRM and distributor systems. Leverage our automation to encourage more people to quote.

Automate your best practices and standards for your proposal writers, sales team, and subject experts. It's so simple to use, they'll use it. We would love to help you quantify what impact Expedience Software can have on your business. Click here to request an ROI calculation. During this 15-minute session we will ask you 20 simple questions in order to assess your current proposal's quality and scalability. Manual proposal processes may cost you more than you think. These models waste time, kill productivity, and are inefficient for proposal writers, sales staff, senior staff and subject experts. The best proposal software and the most powerful Generative Artificial Intelligence on the market. Expedience automates your proposals in the same place that your team works today, Microsoft Word. Now, this connection is stronger than ever. Microsoft Copilot is undisputed AI leader when it comes to creating sales proposals.

Ombud is a RevOps tool that's built on a foundation in sales engineering, response management and enterprise-level RevOps. We go beyond simple automation and knowledge management to offer context-aware intelligent assistance. This allows RevOps teams achieve significant efficiency gains, reduce costs, and exceed growth goals. Ombuddies are AI enabled, context-aware assistants that support different roles within Revenue Operations. They automate routine task and provide real-time guidance for specific roles, boosting productivity and cutting costs. The Response Management Ombuddy will be your AI assistant to help you with the heavy lifting involved in creating, reviewing and submitting proposals, responses and other documents.

The hybrid workplace will remain, and companies that embrace it will find the greatest value. The Solution Engineering Tool (SET) is a software that enables your organization's acquisition teams to succeed by facilitating the essential activities in the business acquisition cycle. It is a powerful tool for your company's growth. SET helps business development executives, capture managers, and proposal executives to do the strategic thinking needed to win federal, State & Local, and commercial bids. SET is available in the cloud (i.e. on-demand) and on-premises, just in time for today's "future work". With SET you can answer the most important questions when submitting a bid. Government contracting companies can spend significant time and effort developing opportunities/capturing plans for strategic pursuits.

Proposa allows you to go from prospect to customer in three times the time it takes. It has an intuitive interface that makes it easy for you to build three times faster than what you do currently. You'll be able to close more deals with smart insights that legacy applications don't offer. Although the canvas may seem blank, it will soon be filled with valuable insights. Proposa's interface is simple and elegant, allowing you to focus on what really matters. Proposa offers 5 building blocks that give you endless options. You can easily add text, multimedia, tables and lists to Proposa. Don't waste time repairing what is already there. Proposa's intelligent templating system makes it easy to reuse and use content from your own library. To create visually stunning proposals, you don't need to be a professional graphic designer. Proposa handles all the design details. Add and position your content, and you'll be just as impressed as your prospects. You'll always be top-of-mind Proposa sends real time open notifications to your prospects when they open your proposal.

Close more projects faster with the premier cloud-based project platform for integrators and facility designers. Track leads, estimate, and manage installations large and small. Connect to your vendors for updated dealer pricing. Present graceful, well-organized proposals that sell. Jetbuilt is the fast, intuitive and powerful AV project solution.

ClientTether is a franchise CRM for sales automation that was built by franchisors to facilitate franchising. Our automated tools for contacting, texting, emailing, quoting and online review requests ensure that your FranDev teams and franchisees never miss a lead or nurture prospects from the beginning to the end of their customer journey. Our sales engagement platform features powerful and simple-to-use communication, digital signing, estimation tools, multilocation top-down reporting (for royalties calculations etc. Chat bots, reputation management and online scheduling are just a few of the many features available. Your FranDev or franchisees can visualize their pipelines, potential at risk, and to do lists in one screen. You can build your entire franchise development process, send FDDs and get digital signatures, as well as manage franchisee communications, onboarding, and onboarding all from one place. Our dashboards make it easy to manage Zee performance. We also offer unparalleled support and onboarding!

It's more than just writing marketing copy or a pirate poem. Domain-aware generative AI securely uses your proprietary enterprise data in order to create unique and deeply technical content that is written in the voice of your company. Rohan, for example, creates contextually relevant content for proposals, grant applications, white papers and more, using historical data from your company. Create robust drafts based on your own data in hours or even days, giving you more time to focus on quality. Automatically generate detailed technical content to answer RFP questions. Instantly synthesize highly-technical information relevant to grant applications. Perform instantaneous deep diving of internal data in order to improve submissions.

Our Agentic AI Sales Operating System was designed for enterprise consultative sales to streamline processes and achieve better results faster. OrbitShift facilitates the full deal cycle with three powerful and seamlessly-integrated modules: accountOS, knowledgeOS and rfpOS. OrbitShift empowers sales/pre-sales teams to identify high-value accounts, get relevant account/people insights, generate highly contextual and personalized messages/emails, generate relevant content for conversations/presentations, and automate RFP/RFI responses. OrbitShift is a powerful tool that transforms the way sales teams build pipelines and nurture leads/deals. We deliver exceptional results - 2-3X more pipeline, 1.5-2X greater deal participation rate, and 20-30% higher win rates, while generating unprecedented efficiency benefits of 60-70% (e.g. account/people research, RFP response generator effort) through agentic work flow.

Increase your revenue with less effort. Relax as your AI Assistant answers your RFPs, Security Questions, and RFIs in just minutes. Answer business questionnaires in minutes, not hours. Upload your data and you are ready to go. Flexible answers: Use previous, generated, or custom responses. Export to Excel with the original spreadsheet's formatting preserved. Contextual intelligence: Your AI Assistant understands semantic meaning and synthesizes responses based on previous responses, whitepapers, product documents, etc. The AI Assistant can speed up the completion process by 10x. This will allow you to compete for more deals. Access the most recent and relevant information automatically to maximize your bids' chances of success.